See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,661 | $209,336-88.2% | $197,124-87.5% | $137,256-82.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.35% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,701 | $6,591-74.2% | $6,227-72.7% | $4,156-59.1% |
| Participant deferral / active EE | $9,041 | $9,614-6.0% | $9,135-1.0% | $6,407+41.1% |
| Admin fee / account holder | $689 | $17,308-96.0% | $16,298-95.8% | $12,270-94.4% |